Equities

Defensive plays are getting smoked.

Depressed rates lift high-dividend shares at the expense of the low-dividend peers favored by equity pickers, according to Nomura Instinet analysts.

Investment strategist Andy Rothman said he was "90% sure" there would be a trade deal between the U.S. and China by month's end during the discussion at the Schwab IMPACT Conference in San Diego.

Schwab strategists outlined their views on the economy—and the firm's thinking on advisors' needs.

Geopolitical risks can provide opportunities to trim, add and remain invested.

Refining margins likely to widen through winter.

Advisors have a key role to play in shepherding assets through changing climate conditions, which starts with paying close attention to businesses’ risk exposures.